Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES LLC | 02-07-2024 | 12-31-2023 | 776 | 1,782,509,593 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONSTELLATION ENERGY CORP | COM | 951 | $292,693 | 2,504 | 0.00 | 0.00 | 43 | 1.75 | 12-31-2023 |
| SHERWIN WILLIAMS CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -116 | -9.54 | 12-31-2023 |
| WP CAREY INC | COM | 953 | $291,855 | 4,503 | 0.00 | 0.00 | 1,053 | 30.52 | 12-31-2023 |
| ISHARES TR | ISHARES SEMICDTR | 954 | $291,507 | 506 | 0.00 | 0.00 | 71 | 16.32 | 12-31-2023 |
